A complete list of active advisors currently associated with VM. Group

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vm. Group provides discretionary investment management primarily through separately managed accounts to individuals, trusts and small businesses that meet the firm’s minimums. Its published strategies include a global equity value SMA, a commodity-cycle SMA, a multi-asset allocation SMA (which can include cryptocurrencies and foreign currencies), and a crypto-focused SMA; the firm also offers an asset-specific advisory subscription for active clients. The firm’s investment approach combines systematic quantitative value screening, proprietary technical analysis and fundamental due diligence to identify undervalued opportunities and to inform cycle timing for commodities and crypto; portfolios are monitored monthly with rule-based rebalancing and discretionary trading within each selected strategy. The asset-specific advisory is non-discretionary and delivered as annual and on‑demand outlooks that clients subscribe to separately. Noteworthy features for a single-advisor, small independent firm include the use of performance-based fees (25–30% of net profits above a 10% hurdle with a perpetual high-water mark) and a performance-only fee option, which are charged only to qualified clients. The firm also discloses hypothetical/model performance, restricts its paid asset-specific advisory to active clients with at least $5 million in AUM (with base and capped subscription pricing), and the founder publishes a public technical-analysis newsletter, combining formal subscription services, performance fee arrangements, and systematic timing emphasis that are atypical among peers.

To learn more about the advisors currently working at VM. Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.